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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,794 | $96,678+396.3% | $86,640+453.8% | $139,466+244.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 13.09% | 106.69%-93.6pp | 592.52%-579.4pp | 373.66%-360.6pp |
| Employer contribution / active EE | $17,475 | $3,265+435.1% | $3,024+477.8% | $4,754+267.6% |
| Participant deferral / active EE | $18,000 | $4,837+272.2% | $4,438+305.6% | $6,712+168.2% |
| Admin fee / account holder | $4,419 | $6,410-31.1% | $5,616-21.3% | $11,409-61.3% |